Manually adding points for users in the system involves creating a Distribution List, setting up a Custom Activity, and uploading an Activity Requests File to assign points to multiple users at once.
Step 1: Create a Blank Distribution List
A Distribution List allows you to group users for assigning activities. Since the list is initially blank, the activity won’t appear in the user-facing activity list until points are assigned.
Navigate to the User Management section in Admin V2 and click on the Distribution List tab.
Click on the Create Distribution List icon in the top-right corner.
Enter a Name and Description for your new list (e.g., “Manual Points Distribution/Blank List”) and leave the Add Users From, Gender, and Age empty at this stage.
4. Click on Create Distribution. A confirmation pop-up will appear once the list is successfully created.
Step 2: Add an activity which will be used to upload points for the users.
Below are the steps to create a new activity in the Wellness360 Admin Portal.
1. Log in to the Admin Portal
Access your company’s Wellness360 Admin Portal.
Enter your credentials and click Login.
2. Access the Activities Section
From the left-side menu, select Programs, then Activities.
On the Activities page, click +CREATE ACTIVITY at the top right.
3. Choose the Activity Type
Custom Activity: Click Custom Activity (top right) to build from scratch.
4. Review & Update Activity Details
Activity Name: Keep or change the predefined name.
Program Year: Specify the year this activity applies to.
Category:
Choose from the existing categories.
Click + to create a new category, enter the category name, and Save.
The New category will be available in the Category section.
Assign and Due Dates: Set when the activity is assigned to users and the deadline for completion.
Activity Thumbnail: Choose a default banner or upload your own.
Fill the basic information as required.
Assign to:
Use Segment: Assign to a new created distribution list from the list.
Here you will need to select the same distribution list you created earlier.
5. Create the Activity
Review all details.
Click Create.
Your activity now appears on the Activities page under the specified Program Year and Category.
Step 3: How to add points for multiple users using the file upload option.
1. Access the Activities Section
From the left menu, select Programs, then Activities.
2. Update Status of the Activity
Select the Category for the relevant activity.
Click the 3 dots under Action for that activity and choose Preview.
Click Update Status.
You can download the template by clicking on Download CSV Template.
3. Fill in the Spreadsheet
Open the downloaded file.
For each user, enter:
Employee ID / Email
Activity Status (
COMPLETEDorNOT COMPLETED)Date of Completion (
MM/DD/YYYY)
You can use either Employee ID or Email; it’s not mandatory but must be consistent for all users in the list.
Save the file after filling in all required details.
4. Upload the Spreadsheet
Return to the Activities page, select the 3 dots under Action for the chosen activity, then click Preview again.
Click Update Status and then Choose File to upload your completed spreadsheet.
Click Save to apply the bulk status updates.
5. Verification
After saving, wait for a confirmation pop-up which provides the full information on upload status and any errors occurred.
For further verification, You can also go to the Activity Requests section and search for the users listed in the spreadsheet. You'll see that their activity statuses have been updated.
The users can see the points updated on their end, by logging into the user portal and then navigating to Rewards from the top menu bar and click on the Reward Details for detailed information.
If you are experiencing any issues, please contact the Wellness360 Team.